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Planview Customer Success Center

Resource Assignments

Topics

Requirements and Project Management - Getting Started
The basics of creating and filling requirements from the project management viewpoint.
Pages: 7
Requirements and Resource Management - Getting Started
The basics on creating, modifying, and filling requirements from the resource management viewpoint.
Pages: 9
Reserves - Getting Started
Basics of creating and editing resource reserves (soft booking).
Pages: 8
  • Reserve Resources Version 14
    This article provides concepts and best practices for reserving resources for phases of a project. This article applies to Planview Enterprise 14.
  • Reserves
  • Create a Reserve from a Requirement
    This article describes how to create a reserve from an existing requirement. This article applies to Planview Enterprise 14.
  • Reserve Resources to Tasks (Direct Reserve)
    This article explains how to directly assign a resource to work by creating a reserve. This article applies to Planview Enterprise 14.
  • Adjust Reserve Effort
    This article shows how to change the effort on a reserve from an even distribution to an uneven profile. This article applies to Planview Enterprise 14.
  • Work - Profiling Reserves
  • Align Reserves with Work
    This article shows how to shift the Schedule Start date of one or more reserves to align with the Schedule Start date of their associated work item. This article applies to Planview Enterprise 14.
  • Align Over Allocated Reserves
    This article shows how to deal with reserves that have been allocated more effort than the reserve called for, resulting in negative numbers on the assignment grid. This article applies to Planview Enterprise 14.
Mastering Reserves
Detailed information on creating and editing resource reserves (soft booking).
Pages: 8
Authorizations - Getting Started
Basics of creating and managing resource authorizations to work.
Pages: 5
Mastering Authorizations
Detailed information on creating and managing resource authorizations to work.
Pages: 5
Allocations - Getting Started
Basics of creating and managing resource allocations.
Pages: 6
Mastering Allocations
Detailed information on creating and managing resource allocations.
Pages: 7
Resource Substitution
Substituting one resource for another via the Resource Management and Assignment or Work and Resource Management screen.
Pages: 9
Assignment Approval - Getting Started
Basics of reviewing, editing, and approving resource assignments.
Pages: 7
Assignment Approval: For More Information
Supplemental content for Assignment Approval.
Pages: 2
Standard Activities
Creating and reviewing standard activity assignments for resources.
Pages: 5
Standard Activities: For More Information
Supplemental content for Standard Activities.
Pages: 1
  • Tracking Non-Project Work via Standard Activities and Annual Bucket Projects
    Many organizations struggle with how to best track the full scope of a resource’s efforts, especially when it comes to non-project work. In Planview Enterprise, there are two ways to track non-project time: standard activities and annual bucket projects. This best practice offers advice and considerations for when to use each.
Resource Utilization - Getting Started
Basics of reviewing, analyzing, and adjusting utilization of resources from Resource Management and Assignments, Work and Resource Management, and portfolio views.
Pages: 8
Resource Utilization: For More Information
Supplemental content for Resource Utilization.
Pages: 6
  • Resource Utilization FAQ
    These frequently asked questions are about resource utilization. This article applies to Planview Enterprise 11.5 and up.
  • Understanding Capacity and Demand
    Organizations often lack a clear understanding or full visibility of capacity and demand, leading to resource overload and project delays. This best practice offers an overview of capacity and demand, and advises on common pitfalls to avoid.
  • Measure Current Resource Utilization by Work Type
    The process of tracking and measuring resource utilization and availability based on current utilization by work type.
  • Optimize Resource Utilization by Work Type
    The process of optimizing resource utilization involves understanding current utilization proportions for each type of work and estimating future resource needs and the resulting impact on future utilization.
  • Resolve Competing Priorities and Resource Issues
    Resource assignment conflicts must be continually addressed in order to develop and maintain credible projections and avoid frustration resulting from unreasonable expectations.
  • Recommended Resource Planning and Assignment Horizons
    A long-range resource plan, followed by iterative resource planning, is essential to ensuring that the right resources are available when they are needed. This best practice examines proper methods and planning horizons for long-range resource planning and medium-to-short term resource assignments.

Content

This course covers all the resource assignment types available in Planview Enterprise: Requirements, Reserves, Authorizations, Allocations, and Standard Activities. It also covers substituting resources, and how to review and analyze resource utilization. Use the Getting Started topics to learn from our training material, and the Mastering topics for more detailed product help content. This course falls under the Resource Management capability.